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Investment Update

our current strategies for managing our investment portfolio

None of us are immune to what’s happening in the markets.

We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio. Watch the video above to learn how we’re responding to changes in the market.

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Read How Caroline and Aurea Learn From Each Other

How Caroline and Aurea Learn From Each Other

A beautiful relationship between a donor advised fundholder and her advisor is the gift that keeps on giving.

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Read Planning Your Giving in Uncertain Times

Planning Your Giving in Uncertain Times

Here are two giving techniques you can use to support the causes you care about.

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Read Summer Reads and Listens for Professional Advisors

Summer Reads and Listens for Professional Advisors

Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.

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Read Donor Q&A: Jim Hansen

Donor Q&A: Jim Hansen

This local business leader lives out lessons of hard work, generosity and volunteerism.

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Read Golden Contributions

Golden Contributions

Donors David and Janet support essential community needs in response to COVID-19.

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Read Nine Tips to Help Clients with Planned Giving

Nine Tips to Help Clients with Planned Giving

With increased interest in estate planning, here are ways to connect with clients on this important subject.

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Read Three Benefits of Donor Advised Funds for Professional Advisors

Three Benefits of Donor Advised Funds for Professional Advisors

Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.

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Read The CARES Act and Charitable Giving

The CARES Act and Charitable Giving

The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.

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